Dashboards & Reporting

PJepson
Member

Print or Export Reports

SOLVE

I could not find a way to do this.

0 Upvotes
1 Accepted solution
MrJustinGivens
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Print or Export Reports

SOLVE

@PJepson you can only export certain reports from the Reports list. 

 

You can also email this email or send to slack.

MrJustinGivens_0-1667941750585.png

 

If the report is on a dashboard, share the dashboard and select PDF as the attachment:

MrJustinGivens_1-1667941816813.png

 

 

If you have any other questions or issues let us know in a reply.

Cheers,
Justin

 









View solution in original post

3 Replies 3
MrJustinGivens
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Print or Export Reports

SOLVE

@PJepson you can only export certain reports from the Reports list. 

 

You can also email this email or send to slack.

MrJustinGivens_0-1667941750585.png

 

If the report is on a dashboard, share the dashboard and select PDF as the attachment:

MrJustinGivens_1-1667941816813.png

 

 

If you have any other questions or issues let us know in a reply.

Cheers,
Justin

 









BWilliamson6
Member

Print or Export Reports

SOLVE

Whilst this works, its manual. I have created a report that I need to be exported to CSV and emailed to a team on a weekly basis to report on. The fact, I can send the email is great but being able to have the exported CSV file attached to the email would be PERFECT.

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Print or Export Reports

SOLVE

Hi @PJepson,

 

Thank you for reaching out!

 

I wanted to share this help article which presents option on how to email, slack or export reports or dashboards.

 

I hope this helps!

 

Best,

Kristen


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